Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$312K Buy
546
+2
+0.4% +$1.14K 0.12% 179
2025
Q1
$291K Buy
544
+14
+3% +$7.49K 0.12% 169
2024
Q4
$303K Hold
530
0.12% 156
2024
Q3
$315K Buy
+530
New +$315K 0.14% 144